Editing Claims
PatientStudio allows you to edit claims individually or in bulk, ensuring accurate and efficient claim management.
Editing a Single Claim
To edit a single claim, open the claim and update the necessary information. The following fields can be modified:
Primary Diagnosis (DX) (Recommended: Change via clinical note amendment)
Other Diagnosis (DX) (Recommended: Change via clinical note amendment)
Rendering Provider
Referring Provider
Authorization Number
Service Location
ICN Number
Date of Injury (if applicable)
State of Accident (if applicable)
Change Insurance
Add/Remove Modifiers
Change Units (Recommended: Change via clinical note amendment)
Note:
Medical billers cannot add or remove CPT codes directly. This must be done via a clinical note amendment.
Editing Bulk Claims
For efficiency, multiple claims can be updated at once using the Bulk Claim Update feature.
Steps to edit multiple claims:
Navigate to the View Claims screen.
Select all claims that require the same update.
Click Bulk Actions → Edit.
Modify the desired fields.
Fields that can be updated in bulk:
Claim Status
Primary Insurance*
Secondary Insurance*
Authorizations*
Referring Provider*
Service Location
Add Modifiers
*Note: Insurance, authorizations, and referring provider can only be updated in bulk if all selected claims belong to the same patient.
How to Bulk Edit Claims
1. Start from Claims Screen (Billing --> Claims)
2. Filter down to the subset of claims you want to edit
3. Click this checkbox.
4. Click "Bulk Actions"
5. Click "Edit"
6. This will expose the bulk edit modal
